Signals

← Signals

☆T

2772 in-universe funds with a nonzero position in T within the trailing 4 quarters, as of 2025Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-09 8-K Item(s) 5.02, 9.01
2026-08-31 Insider McElfresh Jeffery S. (Chief Operating Officer) acquired via award ($12,479)
2026-08-31 Insider Sabrina Sanders S (SVP-ChiefActngOfcr&Controller) acquired via award ($3,262)
2026-08-31 Insider Desroches Pascal (Sr. Exec VP and CFO) acquired via award ($44,790)
2026-08-31 Insider Lee Lori M (Global Mktg Ofr & SEVP Intl) acquired via award ($8,984)
2026-08-17 8-K Item(s) 8.01, 9.01
2026-08-04 8-K Item(s) 8.01, 9.01
2026-07-31 Insider Lee Lori M (Global Mktg Ofr & SEVP Intl) acquired via award ($11,602)
2026-07-31 Insider Desroches Pascal (Sr. Exec VP and CFO) acquired via award ($81,073)
2026-07-31 Insider STANKEY JOHN T (CEO & President) acquired via award ($21,553)
2026-07-31 Insider McElfresh Jeffery S. (Chief Operating Officer) acquired via award ($62,542)
2026-07-31 Insider Sabrina Sanders S (SVP-ChiefActngOfcr&Controller) acquired via award ($3,883)
2026-07-28 8-K Item(s) 2.03, 7.01, 9.01
2026-07-22 8-K Item(s) 2.02, 9.01
2026-06-30 Insider McElfresh Jeffery S. (Chief Operating Officer) acquired via award ($12,482)
2026-06-16 8-K Item(s) 5.02, 9.01
2026-05-20 8-K Item(s) 5.02, 5.03, 5.07, 9.01
2026-04-30 8-K Item(s) 8.01, 9.01
2026-04-22 8-K Item(s) 2.02, 9.01
2026-04-22 8-K Item(s) 8.01, 9.01
2026-03-05 Ownership Dilution filing by AT&T INC. (424B5)

Flow ranking

Rank#23827
Score / z-0.698 / -0.91
Consensus820.27 over 1694 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+7% / 2.6d

Forensics

Issuance as of 2026Q2
Accrual ratio—
F-score—
M-score—
Net issuance1900.0%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-31 McElfresh Jeffery S. A $12,479
2026-08-31 Sabrina Sanders S A $3,262
2026-08-31 Desroches Pascal A $44,790
2026-08-31 Lee Lori M A $8,984
2026-07-31 Lee Lori M A $11,602
2026-07-31 Desroches Pascal A $81,073
2026-07-31 STANKEY JOHN T A $21,553
2026-07-31 McElfresh Jeffery S. A $62,542
2026-07-31 Sabrina Sanders S A $3,883
2026-06-30 McElfresh Jeffery S. A $12,482
Showing the 10 most recent.

8-K events

Negative / total0 / 5
FiledFormItems
2026-09-09 8-K 5.02, 9.01
2026-08-17 8-K 8.01, 9.01
2026-08-04 8-K 8.01, 9.01
2026-07-28 8-K 2.03, 7.01, 9.01
2026-07-22 8-K 2.02, 9.01
2026-06-16 8-K 5.02, 9.01
2026-05-20 8-K 5.02, 5.03, 5.07, 9.01
2026-04-30 8-K 8.01, 9.01
2026-04-22 8-K 2.02, 9.01
2026-04-22 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-03-05 424B5 AT&T INC.

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 19,139.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 16,286.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 9,291.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Newport Trust Company, LLC CIK 0001722329 0.972 63 5,414.4 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 4,958.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 3,323.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 3,183.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 2,974.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2,234.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORGES BANK CIK 0001374170 0.994 1617 2,228.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,195.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,970.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 1,888.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,716.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1,635.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,598.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,540.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,503.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,465.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,385.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital World Investors CIK 0001422849 0.974 637 1,308.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,303.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,095.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1,060.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 804.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 795.3 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 745.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 737.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Amundi CIK 0001330387 0.000 1 715.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 698.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 672.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 635.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 628.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 574.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 534.9 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 517.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 502.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 485.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆National Pension Service CIK 0001608046 0.956 552 470.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 469.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 456.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 449.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 438.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 436.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 431.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 397.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 391.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 374.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 369.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 365.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 357.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 331.7 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 331.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 323.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 314.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 307.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 288.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 285.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 281.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 279.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 276.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 268.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 260.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 254.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 250.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 244.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 235.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 233.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 230.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 229.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 221.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 220.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 209.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 204.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 202.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 192.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 188.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 178.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 175.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 173.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 168.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 166.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 165.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 163.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 160.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 157.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 157.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 156.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 156.3 0.5% 3 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 156.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVIVA PLC CIK 0001140022 0.925 854 155.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 148.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 147.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 146.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 145.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 142.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 141.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 120.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 120.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Drexel Morgan & Co. CIK 0001508512 0.808 60 119.3 21.2% 1 +21.2 pp +21.2 pp +21.2 pp +21.2 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 118.6 2.3% 3 -2.7 pp +2.3 pp +2.3 pp +2.3 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 117.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 115.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 113.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 112.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 110.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 109.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 109.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 107.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 106.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 104.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 102.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 101.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 101.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 99.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 95.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 95.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 94.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 94.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 94.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 93.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 4.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆DNCA FINANCE CIK 0001752759 0.468 116 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆KPP Advisory Services LLC CIK 0001989349 0.344 361 4.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MYDA Advisors LLC CIK 0001589689 0.023 143 4.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆L & S Advisors Inc CIK 0001392364 0.047 236 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WRIGHT INVESTORS SERVICE INC CIK 0000108572 0.214 148 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WENDELL DAVID ASSOCIATES INC CIK 0000878228 0.635 155 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SENTRY INVESTMENT MANAGEMENT LLC CIK 0000089014 0.896 1 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆SOL Capital Management CO CIK 0001339270 0.000 0 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Essex Bank CIK 0001752212 0.260 318 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Curat Global, LLC CIK 0002063003 0.123 251 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆JAG CAPITAL MANAGEMENT, LLC CIK 0001080374 0.349 142 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Penbrook Management LLC CIK 0001381055 0.184 101 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMES NATIONAL CORP (ATLO) CIK 0001132651 0.601 69 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David J Yvars Group CIK 0001836266 0.505 105 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cross Staff Investments Inc CIK 0001900406 0.105 133 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.312 67 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innovative Advisory Group, LLC CIK 2156202 0.646 29 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just T). Qtrs Held counts distinct quarters this fund has actually held T (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its T position size. Δ columns are the percentage-point change in T's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status